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2022-05-11

$Walt Disney(DIS)$Is this really the lowest of Disney? Wi the upcoming earning's announcement change things?

2022-08-16

Does not seem too promising in the short-medium term

Sorry, the original content has been removed

2022-07-14

Always good to read such detailed analysis

Apple Vs. Google: There's A Clear Winner

2022-01-25

Keep it going....

Logitech Rose 5% in Premarket Trading

2022-09-20

Only time will tell

Grab: Another Top Southeast Asian Growth Stock

2021-06-24

$Sprinklr, Inc.(CXM)$Got lucky

2022-08-15

Good stuff

Sorry, the original content has been removed

2021-12-29

$MAPLETREE LOGISTICS TRUST(M44U.SI)$Keep going

2022-01-27

$United Microelectronics(UMC) why company making money but stock price still drop?

2021-06-28

$Trade Desk Inc.(TTD)$Still can buy, Seems likehit it 95 percentile peak?

Go to Tiger App to see more news

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time will tell","listText":"Only time will tell","text":"Only time will tell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910445639","repostId":"1129014273","repostType":4,"repost":{"id":"1129014273","kind":"news","pubTimestamp":1663661502,"share":"https://ttm.financial/m/news/1129014273?lang=en_US&edition=fundamental","pubTime":"2022-09-20 16:11","market":"us","language":"en","title":"Grab: Another Top Southeast Asian Growth Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1129014273","media":"Seeking Alpha","summary":"SummaryGrab is the largest ride-sharing and grocery delivery company in Southeast Asia.The company h","content":"<html><head></head><body><h2>Summary</h2><ul><li>Grab is the largest ride-sharing and grocery delivery company in Southeast Asia.</li><li>The company hit record revenue in Q2 2022 and continues to increase monthly active users on its platform.</li><li>I like GRAB stock under $5 as a strong buy and believe it&#39;s one of the best foreign stocks to hold right now.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9026cb119cc53c5298d01fc6b1711b8b\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>bankkgraphy</span></p><p>Grab (NASDAQ:GRAB) is a Singaporean-based ride-sharing and grocery delivery company with operations all over Southeast Asia.</p><p>I don&#39;t normally highlight foreign companies because American companies benefit from a much larger economy and consumers with a relatively high annual income.</p><p>But every now and then, I find value in foreign companies with a wide moat and strong brand recognition.</p><p>Grab fits the bill perfectly because the company dominates its marketplace in Southeast Asia. I&#39;ve visited Thailand and Philippines over the years and you will see green Grab delivery riders everywhere.</p><p>The company is so dominant that Uber (UBER) sold its operations to Grab and bought a stake in the company as a blatant surrender move.</p><p>In this article, I&#39;ll give you a general breakdown of Grab and share several reasons why I&#39;m bullish on the company long term.</p><h2>Grab Overview</h2><p>Grab was founded in 2016 by Singapore Billionaire Anthony Tan who had a vision of building a super-app for Southeast Asia.</p><p>Southeast Asia is made up of 8 countries and has a total population of 683 million people.</p><p>It&#39;s one of the fastest growing economies in the world thanks to massive technological advances and foreign investment.</p><p>Grab operates in 4 key segments: Delivery, Mobility, Financial Services, and Enterprise Services (Advertising for businesses).</p><p>The American ride sharing &amp; food delivery industry has many competitors such as Uber, Lyft (LYFT), DoorDash (DASH), and several other small companies who compete aggressively for the huge $ tide sharing market.</p><p>On the other hand, Grab only has 1 competitor in Southeast Asia called Foodpanda, a smaller company based out of Europe.</p><h2>Record Q2 Revenue and GMV</h2><p>The company hit record Q2 revenue of $321 million (Up 79% YoY) along with record Q2 GMV of $5.1 billion (Up 30% YoY).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aca6a4b7afe32d866b123c7ad3bc5973\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Financials (grab.com)</span></p><p>Monthly Transacting Users (MTAs) reached 32.6 million (Up 12% YoY) with 62% of users using 2 or more services on the app.</p><p>Net losses were $572 million, which was a 27% improvement from Q2 2021.</p><p>Grab continues to grow its MTA and establish a massive footprint in Southeast Asia. I don&#39;t see any competitors taking market share from the company right now and Grab will be able to raise prices to adjust for inflation to keep both merchants and consumers on a level playing field.</p><h2>Deliveries</h2><p>Delivery revenue grew 199% YoY and makes up nearly 50% of the company&#39;s revenue and Grab just announced a new partnership with Coca-Cola (KO) in August 2022 to offer more of its products on the app.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f9aa62bcd9e18dd9dc1501b4a322358\" tg-width=\"640\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Deliveries (grab.com)</span></p><p>Grocery &amp; food delivery is a stable and lucrative business that the company can continue profiting from. The Grab app makes it easy to order from any restaurant or grocery store within a 20 km radius, which gives app users a wide range of selections.</p><p>Grab can onload more restaurants and increase its revenue as more users flock to its app.</p><h2>Mobility</h2><p>Mobility bounced back nicely in Q2 2022 and Grab saw a nice revenue boost of 37% in its ride sharing segment due to higher tourist activity and international travel.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f8cc1e637a6d3ae80030c2a86c9757a\" tg-width=\"640\" tg-height=\"267\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Mobility (grab.com)</span></p><p>Grab does compete with motorcycle taxis that offer citywide transportation throughout Southeast Asia at a lower cost. It will be interesting to see if Grab adds motorcycle rides to its platform in the future.</p><p>Southeast Asian countries are beginning to welcome back tourists and drop mask mandates, which is extremely bullish for its ridesharing segment.</p><h2>Financial Services</h2><p>Financial services saw a 94% in revenue YoY as more users use the company&#39;s digital payment app and applied for loans through Grab.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d2de6dd60e53c092bfecac927222563\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Financial Services (grab.com)</span></p><p>Grab is becoming a solid alternative to PayPal (PYPL) in Southeast Asia and could benefit from an increase in TPV over the next few years.</p><h2>Enterprise Services</h2><p>Grab&#39;s Enterprise services saw a 30% revenue boost YoY as more companies spent money on GrabAds to drive higher customer sales volume.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a25d5c353a8942bd7a96e0e7100db743\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Enterprise Services (grab.com)</span></p><p>Grab isn&#39;t generating a lot of revenue from merchant ads but could scale this segment as MTA is approaching 50+ million.</p><p>The company also launched Grab Maps in August 2022 to help alleviate many of its problems using standard Google Maps.</p><p>Management expects to break even on the food &amp; deliveries segment much earlier than expected.</p><h2>My Bullish Take</h2><p>GRAB stock trades around $3 and is down 61% from its initial SPAC IPO.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2b4098c6633fecb6afcda2efcdbcb04\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/><span>GRAB data by YCharts</span></p><p>The company made history by becoming the most expensive SPAC IPO of all-time with an initial valuation of $40 billion.</p><p>What&#39;s most intriguing is that Altimeter Capital selected Grab as its SPAC partner.</p><p>I trust their judgement and believe Grab is one of the best stocks under $5 to own right now.</p><p>Digital technological advances in Southeast Asia will drive higher per capita incomes and more e-commerce activity in the future.</p><p>Grab CEO Anthony Tan believes the company will be profitable soon and could start generating positive EBITDA as soon as 2023.</p><p>Not only is Grab a ride sharing &amp; delivery app but the app offers other services including digital payments, bill pay, and smartphone credit purchase.</p><p>Whenever you visit Southeast Asia, you must download the Grab app to get around the city. Grab doesn&#39;t have a large footprint in rural areas of Southeast Asia but that&#39;s okay because most tourists and higher income residents live in the major cities such as Singapore, Manila, Bangkok, etc.</p><h2>Risk Factors</h2><p>Grab is a fast growing company but there are several risk factors that I worry about. If the Southeast Asian economy slows down then Grab will suffer from a reduction in e-commerce activity.</p><p>There are also the risks of Uber or early Grab investors dumping their stakes once the SPAC lockup period ends.</p><p>Grab has 4 billion shares outstanding and I wonder if future share dilution will become an ongoing problem. That&#39;s a high number of shares for a SPAC so further dilution could send GRAB stock heading towards $1 in a hurry.</p><h2>Conclusion</h2><p>I made the most of my investment gains over my career by purchasing wonderful stocks when nobody wanted them under $10 per share.</p><p>Singapore is a beautiful country and Grab is the corporate jewel of the city.</p><p>Grab has a 5% market share out of Southeast Asia&#39;s 680+ million residents and has a lot of growth potential in the future.</p><p>If you want to invest in Southeast Asia, then GRAB stock is probably your best bet right now.</p><p><i>This article was written by Investor Trip.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab: Another Top Southeast Asian Growth Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab: Another Top Southeast Asian Growth Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 16:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541808-grab-another-top-southeast-asian-growth-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGrab is the largest ride-sharing and grocery delivery company in Southeast Asia.The company hit record revenue in Q2 2022 and continues to increase monthly active users on its platform.I like ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541808-grab-another-top-southeast-asian-growth-stock\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/article/4541808-grab-another-top-southeast-asian-growth-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129014273","content_text":"SummaryGrab is the largest ride-sharing and grocery delivery company in Southeast Asia.The company hit record revenue in Q2 2022 and continues to increase monthly active users on its platform.I like GRAB stock under $5 as a strong buy and believe it's one of the best foreign stocks to hold right now.bankkgraphyGrab (NASDAQ:GRAB) is a Singaporean-based ride-sharing and grocery delivery company with operations all over Southeast Asia.I don't normally highlight foreign companies because American companies benefit from a much larger economy and consumers with a relatively high annual income.But every now and then, I find value in foreign companies with a wide moat and strong brand recognition.Grab fits the bill perfectly because the company dominates its marketplace in Southeast Asia. I've visited Thailand and Philippines over the years and you will see green Grab delivery riders everywhere.The company is so dominant that Uber (UBER) sold its operations to Grab and bought a stake in the company as a blatant surrender move.In this article, I'll give you a general breakdown of Grab and share several reasons why I'm bullish on the company long term.Grab OverviewGrab was founded in 2016 by Singapore Billionaire Anthony Tan who had a vision of building a super-app for Southeast Asia.Southeast Asia is made up of 8 countries and has a total population of 683 million people.It's one of the fastest growing economies in the world thanks to massive technological advances and foreign investment.Grab operates in 4 key segments: Delivery, Mobility, Financial Services, and Enterprise Services (Advertising for businesses).The American ride sharing & food delivery industry has many competitors such as Uber, Lyft (LYFT), DoorDash (DASH), and several other small companies who compete aggressively for the huge $ tide sharing market.On the other hand, Grab only has 1 competitor in Southeast Asia called Foodpanda, a smaller company based out of Europe.Record Q2 Revenue and GMVThe company hit record Q2 revenue of $321 million (Up 79% YoY) along with record Q2 GMV of $5.1 billion (Up 30% YoY).Grab Q2 2022 Financials (grab.com)Monthly Transacting Users (MTAs) reached 32.6 million (Up 12% YoY) with 62% of users using 2 or more services on the app.Net losses were $572 million, which was a 27% improvement from Q2 2021.Grab continues to grow its MTA and establish a massive footprint in Southeast Asia. I don't see any competitors taking market share from the company right now and Grab will be able to raise prices to adjust for inflation to keep both merchants and consumers on a level playing field.DeliveriesDelivery revenue grew 199% YoY and makes up nearly 50% of the company's revenue and Grab just announced a new partnership with Coca-Cola (KO) in August 2022 to offer more of its products on the app.Grab Q2 2022 Deliveries (grab.com)Grocery & food delivery is a stable and lucrative business that the company can continue profiting from. The Grab app makes it easy to order from any restaurant or grocery store within a 20 km radius, which gives app users a wide range of selections.Grab can onload more restaurants and increase its revenue as more users flock to its app.MobilityMobility bounced back nicely in Q2 2022 and Grab saw a nice revenue boost of 37% in its ride sharing segment due to higher tourist activity and international travel.Grab Q2 2022 Mobility (grab.com)Grab does compete with motorcycle taxis that offer citywide transportation throughout Southeast Asia at a lower cost. It will be interesting to see if Grab adds motorcycle rides to its platform in the future.Southeast Asian countries are beginning to welcome back tourists and drop mask mandates, which is extremely bullish for its ridesharing segment.Financial ServicesFinancial services saw a 94% in revenue YoY as more users use the company's digital payment app and applied for loans through Grab.Grab Q2 2022 Financial Services (grab.com)Grab is becoming a solid alternative to PayPal (PYPL) in Southeast Asia and could benefit from an increase in TPV over the next few years.Enterprise ServicesGrab's Enterprise services saw a 30% revenue boost YoY as more companies spent money on GrabAds to drive higher customer sales volume.Grab Q2 2022 Enterprise Services (grab.com)Grab isn't generating a lot of revenue from merchant ads but could scale this segment as MTA is approaching 50+ million.The company also launched Grab Maps in August 2022 to help alleviate many of its problems using standard Google Maps.Management expects to break even on the food & deliveries segment much earlier than expected.My Bullish TakeGRAB stock trades around $3 and is down 61% from its initial SPAC IPO.GRAB data by YChartsThe company made history by becoming the most expensive SPAC IPO of all-time with an initial valuation of $40 billion.What's most intriguing is that Altimeter Capital selected Grab as its SPAC partner.I trust their judgement and believe Grab is one of the best stocks under $5 to own right now.Digital technological advances in Southeast Asia will drive higher per capita incomes and more e-commerce activity in the future.Grab CEO Anthony Tan believes the company will be profitable soon and could start generating positive EBITDA as soon as 2023.Not only is Grab a ride sharing & delivery app but the app offers other services including digital payments, bill pay, and smartphone credit purchase.Whenever you visit Southeast Asia, you must download the Grab app to get around the city. Grab doesn't have a large footprint in rural areas of Southeast Asia but that's okay because most tourists and higher income residents live in the major cities such as Singapore, Manila, Bangkok, etc.Risk FactorsGrab is a fast growing company but there are several risk factors that I worry about. If the Southeast Asian economy slows down then Grab will suffer from a reduction in e-commerce activity.There are also the risks of Uber or early Grab investors dumping their stakes once the SPAC lockup period ends.Grab has 4 billion shares outstanding and I wonder if future share dilution will become an ongoing problem. That's a high number of shares for a SPAC so further dilution could send GRAB stock heading towards $1 in a hurry.ConclusionI made the most of my investment gains over my career by purchasing wonderful stocks when nobody wanted them under $10 per share.Singapore is a beautiful country and Grab is the corporate jewel of the city.Grab has a 5% market share out of Southeast Asia's 680+ million residents and has a lot of growth potential in the future.If you want to invest in Southeast Asia, then GRAB stock is probably your best bet right now.This article was written by Investor Trip.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":3569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993166212,"gmtCreate":1660648639139,"gmtModify":1676536371691,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"Does not seem too promising in the short-medium term&nbsp;","listText":"Does not seem too promising in the short-medium term&nbsp;","text":"Does not seem too promising in the short-medium term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993166212","repostId":"1167148581","repostType":2,"isVote":1,"tweetType":1,"viewCount":4133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999864519,"gmtCreate":1660520138133,"gmtModify":1676533482857,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"Good stuff","listText":"Good stuff","text":"Good stuff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999864519","repostId":"2259170325","repostType":4,"isVote":1,"tweetType":1,"viewCount":3524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076390049,"gmtCreate":1657784756281,"gmtModify":1676536061807,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"Always good to read such detailed analysis&nbsp;","listText":"Always good to read such detailed analysis&nbsp;","text":"Always good to read such detailed analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076390049","repostId":"1174191896","repostType":2,"repost":{"id":"1174191896","kind":"news","pubTimestamp":1657776259,"share":"https://ttm.financial/m/news/1174191896?lang=en_US&edition=fundamental","pubTime":"2022-07-14 13:24","market":"us","language":"en","title":"Apple Vs. Google: There's A Clear Winner","url":"https://stock-news.laohu8.com/highlight/detail?id=1174191896","media":"Seeking Alpha","summary":"SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are simil","content":"<html><head></head><body><p>Summary</p><ul><li>Apple and Google are both wide moat stocks with high margins and strong growth.</li><li>They are similar in many ways, but Google is currently cheaper.</li><li>On the other hand, Apple has higher brand loyalty.</li><li>In this article, I analyze Apple and Google side by side to see which is better.</li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> are two of America’s biggest tech giants. One has a fanatical fan base andextreme brand loyalty, the other is themostubiquitous companyin the world. There’s a strong case to be made for owning both of them, and this author, at least, does.</p><p>However, it is worth exploring which of these two stocks is the better buy. First, it’s valuable as an intellectual exercise. Second, it can help you with position sizing. It’s easy enough to say “Apple and Google are both great companies,” it’s a different matter entirely to say how they should be weighted in your portfolio.</p><p>You can always just buy AAPL and GOOG via the <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>, and enjoy both stocks at their market cap weightings. However, Google has historicallyhad stronger growththanApple, and if that continues, then those who overweight GOOG today will be rewarded.</p><p>So, between Apple and Google, which is the better buy?</p><p>There are many different opinions on this. Warren Buffett owns Apple but not Google, which implies he likes the former better. However, Buffett’s partner Charlie Munger recently commented that GOOG was a great stock that he and Buffett had “missed.” Li Lu, another top value investor, holds Google in addition to Apple.</p><p>As for me personally, I have Google at a higher portfolio weighting than Apple. I think they’re both great companies, but Google was much cheaper than Apple when I started buying the two stocks, despite having better growth. Google’s earnings growth is technically negative due to it owning a stock portfolio during a bear market, but its free cash flow growth is better than Apple’s. I think that Google will outgrow Apple for the foreseeable future, so I see its stock as a somewhat better buy.</p><h3>Competitive Landscape</h3><p>When comparing Apple and Google, we need to look at the competitive landscape they operate in. Both companies are giants in the tech sector, and they offer similar products, including:</p><ul><ul><li></li><li>Smartphone operating systems.</li><li></li><li>App stores.</li><li></li><li>Hardware.</li></ul></ul><p>Generally speaking, Apple is ahead of Google on hardware, but Google is ahead of Apple on software. In 2021, Apple sold240 million iPhones, Google’s Pixel 6 reportedly didn’t sell wellthat year. However, Google’s software has acombined 4.3 billion users, while Apple has1.65 billiontotal users. So, Google software has more reach than Apple’s combined hardware/software ecosystem does. Additionally, Android has about 75% of the smartphone market worldwide, while IOS has 25%.</p><p>The matter is more complicated when we look at revenue. Apple and Google both take revenue cuts from developers on their app stores, and the Apple app store generates way more sales than the Google Play store. In the first quarter, the app store did $21.8 billion in sales, while the play store did $10.7 billion. Android has more installs than IOS, but IOS users, who trend wealthier than average, are more willing to spend money on apps compared to Android users.</p><p>A few other items of note about the competition between Apple and Google:</p><ul><ul><li></li><li>Apple has an ecosystem of apps and hardware which integrate with each other, helping the company collect more revenue per customer.</li><li></li><li>Google also has apps that can work across different devices to create an ecosystem, but because Google software runs mostly on third party hardware, Google doesn’t achieve the full sweep of sales that Apple does (hardware + app downloads + services).</li><li></li><li>Apple and Google also compete in smart watches, a market where Apple has the greatest share out of all manufacturers.</li></ul></ul><p>In addition to the competition between Apple and Google, there are also areas where the two are aligned. Chiefly, in advertising. Google pays Apple$15 billion a yearto be the default IOS search engine. So, both Apple and Google make money off of the success of Google’s advertising platforms. This gives the two companies an edge compared to <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, which is currently losing$10 billion a yearin revenue to Apple’srecent privacy changes.</p><h3>Comparative Valuation</h3><p>When we look at Apple and Google side by side, we can see clearly that they are both incredibly well positioned in the tech industry. It’s very difficult to say which of the two is better positioned. They both control mobile platforms, which make them less vulnerable to competitors than Meta, <b>Snap</b>(SNAP) and others. As for the comparison between Apple and Google: that’s less clear, because their structural advantages are very similar.</p><p>In order to break the tie between Apple and Google, then, we’ll have to do a comparative valuation. Assuming both companies are equally entrenched in the market, then the one that’s cheaper relative to intrinsic value is the better buy.</p><p>First though, we need to look at both companies’ trailing 12-month (“TTM”) financials side by side.</p><h3>Financials</h3><p>In the table below, I have presented some TTM financials for Apple and Google, courtesy of Seeking Alpha Quant:</p><p><img src=\"https://static.tigerbbs.com/df6ddfcce9f1672db46d9aecca3ff169\" tg-width=\"848\" tg-height=\"566\" width=\"100%\" height=\"auto\"/>Using the table above, some key ratios for the two companies can be calculated as follows:</p><p><img src=\"https://static.tigerbbs.com/7d405e8d59435b7e246742a416c516de\" tg-width=\"823\" tg-height=\"338\" width=\"100%\" height=\"auto\"/>As you can see, Apple takes the cake on 2 out of 3 profitability ratios, but Google has better debt to equity and current ratios. These data seem to suggest that Apple is more profitable, while Google has the better balance sheet. We can confirm my profitability analysis by looking at Seeking Alpha Quant&#39;s ratios:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46f7e66ffa0a24e70076b788d7c34db9\" tg-width=\"640\" tg-height=\"914\" width=\"100%\" height=\"auto\"/><span>AAPL profitability (Seeking Alpha Quant)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ded8e928d6a71cc356992117037ba88\" tg-width=\"640\" tg-height=\"947\" width=\"100%\" height=\"auto\"/><span>GOOG profitability (Seeking Alpha Quant)</span></p><p>The numbers from Seeking Alpha Quant differ from mine slightly, but basically agree that Apple and Google have similar profitability ratios. Apple has a vastly superior return on equity, though--near&#39;s five times Google&#39;s. Given the closeness of all the metrics apart from ROE and ROA, those can serve as tie breakers, giving Apple the win on profitability.</p><p>The balance sheet comparison isn&#39;t close. Apple&#39;s debt to equity ratio is 30 times higher than Google&#39;s, while its current ratio is only a third of Google&#39;s. These data suggest that Google is more liquid, and more solvent, than Apple. Below I&#39;ve compiled some third-party ratios by MacroTrends, which agree with my analysis that Google has fewer liabilities relative to assets, both long term and current, compared to Apple.</p><p><img src=\"https://static.tigerbbs.com/0a908a9a1fd9294691b9169408a1b189\" tg-width=\"640\" tg-height=\"83\" width=\"100%\" height=\"auto\"/>The tables above clearly show that Google&#39;s liquidity ratios are higher than Apple&#39;s, and its debt ratios lower--this suggests higher liquidity and solvency.</p><h3>Valuation</h3><p>Armed with Apple and Google&#39;s financials, we can now move on to valuation. So far, our comparison basically favors Google: it has a much better balance sheet than Apple does. But which stock is a better value?</p><p>According to Seeking Alpha Quant, some key valuation metrics for Apple and Google include:</p><p>For a more forward-looking valuation, we can do a DCF model. Assuming an 8% discount rate, a 0% perpetual growth rate, and using 5-year historical FCF growth rates for both stocks, my DCF model yielded these fair values:</p><ul><li>Google: $2,702.</li><li>Apple: $171.</li></ul><p>Both get valuations above their current prices, but Google&#39;s upside (20%) is higher than Apple&#39;s (17.9%).</p><p>When we factor in both multiples and discounted cash flows, there’s no question:</p><p><i>Google wins on valuation.</i></p><p>All of the multiples are much lower for Google than for Apple, and Google&#39;s fair value is higher. Additionally, Google has much higher historical revenue growth than Apple does. In the last 12 months, Googlegrew revenue at 37%, Apple atonly 18.6%. In the most recent quarter, Google reported an earnings decline, whereas Apple’s earnings grew. However, Google’s earnings decline was mainly due to having stocks on its balance sheet. GAAP accounting rules require companies to count stock price fluctuations as part of earnings, which results in losses when stocks go down. It does not, however, reflect operating performance: Google’soperating cash flowgrew 9% in Q1.</p><p>Conclusion: Google is the Better Long-Term Value</p><p>Having considered competitive, financial and valuation factors, I conclude that Google is a better value than Apple at today’s prices. To recap the results of each section of my analysis:</p><ul><li><p>Competitive position: tie.</p></li><li><p>Profitability: slight win by Apple.</p></li><li><p>Balance sheet: huge win by Google.</p></li><li><p>Valuation: huge win by Google.</p></li><li><p>Growth: small win by Google.</p></li></ul><p>Out of the five factors I’ve looked at, Google wins on three, Apple wins on one, and one is a tie. The former stock has more things going for it than the latter does. For this reason, I have Google overweighted in my portfolio relative to Apple.</p><h3>Risks and Challenges</h3><p>While my analysis shows that Google has more advantages over Apple than vice versa, I am heavily relying on quantifiable factors here. There’s a plausible case to be made that Apple beats Google on “soft” factors, such as marketing and branding. Everybody knows AAPL has a great brand - how much is it worth exactly? It’s hard to say. Brand recognition gives companies pricing power, and Apple has a lot more of that than Google does. It is possible that, over time, Apple’s brand power will prevail over Google’s ubiquity. There is no way to fit that possibility into a quantitative model, but it exists.</p><p>There’s also the possibility of short-term volatility in Google after this month’s earnings release. Both Apple and Google are releasing earnings in a few weeks, and Google is vulnerable due to its equity investments. When equities decline in price, their “losses” take a bite out of earnings for companies that hold them. This factor will work against Google in the upcoming release, as itholds positionsin struggling stocks like <b>UiPath</b>(PATH).</p><p>There are also risks to investors choosing to go long both of these stocks. The Federal Reserve israising interest ratesthis year, and rate hikes aren’t usually good for tech stocks. The higher the risk-free rate, the less valuable future growth is. High interest rates generally make value stocks more appealing than growth stocks, and neither Google nor Apple is really in ‘value’ territory just yet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Google: There's A Clear Winner</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Vs. Google: There's A Clear Winner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 13:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4523185-apple-vs-google-stock-clear-winner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are similar in many ways, but Google is currently cheaper.On the other hand, Apple has higher brand loyalty....</p>\n\n<a href=\"https://seekingalpha.com/article/4523185-apple-vs-google-stock-clear-winner\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AAPL":"苹果","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4523185-apple-vs-google-stock-clear-winner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174191896","content_text":"SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are similar in many ways, but Google is currently cheaper.On the other hand, Apple has higher brand loyalty.In this article, I analyze Apple and Google side by side to see which is better.Apple and Alphabet are two of America’s biggest tech giants. One has a fanatical fan base andextreme brand loyalty, the other is themostubiquitous companyin the world. There’s a strong case to be made for owning both of them, and this author, at least, does.However, it is worth exploring which of these two stocks is the better buy. First, it’s valuable as an intellectual exercise. Second, it can help you with position sizing. It’s easy enough to say “Apple and Google are both great companies,” it’s a different matter entirely to say how they should be weighted in your portfolio.You can always just buy AAPL and GOOG via the Invesco QQQ Trust, and enjoy both stocks at their market cap weightings. However, Google has historicallyhad stronger growththanApple, and if that continues, then those who overweight GOOG today will be rewarded.So, between Apple and Google, which is the better buy?There are many different opinions on this. Warren Buffett owns Apple but not Google, which implies he likes the former better. However, Buffett’s partner Charlie Munger recently commented that GOOG was a great stock that he and Buffett had “missed.” Li Lu, another top value investor, holds Google in addition to Apple.As for me personally, I have Google at a higher portfolio weighting than Apple. I think they’re both great companies, but Google was much cheaper than Apple when I started buying the two stocks, despite having better growth. Google’s earnings growth is technically negative due to it owning a stock portfolio during a bear market, but its free cash flow growth is better than Apple’s. I think that Google will outgrow Apple for the foreseeable future, so I see its stock as a somewhat better buy.Competitive LandscapeWhen comparing Apple and Google, we need to look at the competitive landscape they operate in. Both companies are giants in the tech sector, and they offer similar products, including:Smartphone operating systems.App stores.Hardware.Generally speaking, Apple is ahead of Google on hardware, but Google is ahead of Apple on software. In 2021, Apple sold240 million iPhones, Google’s Pixel 6 reportedly didn’t sell wellthat year. However, Google’s software has acombined 4.3 billion users, while Apple has1.65 billiontotal users. So, Google software has more reach than Apple’s combined hardware/software ecosystem does. Additionally, Android has about 75% of the smartphone market worldwide, while IOS has 25%.The matter is more complicated when we look at revenue. Apple and Google both take revenue cuts from developers on their app stores, and the Apple app store generates way more sales than the Google Play store. In the first quarter, the app store did $21.8 billion in sales, while the play store did $10.7 billion. Android has more installs than IOS, but IOS users, who trend wealthier than average, are more willing to spend money on apps compared to Android users.A few other items of note about the competition between Apple and Google:Apple has an ecosystem of apps and hardware which integrate with each other, helping the company collect more revenue per customer.Google also has apps that can work across different devices to create an ecosystem, but because Google software runs mostly on third party hardware, Google doesn’t achieve the full sweep of sales that Apple does (hardware + app downloads + services).Apple and Google also compete in smart watches, a market where Apple has the greatest share out of all manufacturers.In addition to the competition between Apple and Google, there are also areas where the two are aligned. Chiefly, in advertising. Google pays Apple$15 billion a yearto be the default IOS search engine. So, both Apple and Google make money off of the success of Google’s advertising platforms. This gives the two companies an edge compared to Meta Platforms, which is currently losing$10 billion a yearin revenue to Apple’srecent privacy changes.Comparative ValuationWhen we look at Apple and Google side by side, we can see clearly that they are both incredibly well positioned in the tech industry. It’s very difficult to say which of the two is better positioned. They both control mobile platforms, which make them less vulnerable to competitors than Meta, Snap(SNAP) and others. As for the comparison between Apple and Google: that’s less clear, because their structural advantages are very similar.In order to break the tie between Apple and Google, then, we’ll have to do a comparative valuation. Assuming both companies are equally entrenched in the market, then the one that’s cheaper relative to intrinsic value is the better buy.First though, we need to look at both companies’ trailing 12-month (“TTM”) financials side by side.FinancialsIn the table below, I have presented some TTM financials for Apple and Google, courtesy of Seeking Alpha Quant:Using the table above, some key ratios for the two companies can be calculated as follows:As you can see, Apple takes the cake on 2 out of 3 profitability ratios, but Google has better debt to equity and current ratios. These data seem to suggest that Apple is more profitable, while Google has the better balance sheet. We can confirm my profitability analysis by looking at Seeking Alpha Quant's ratios:AAPL profitability (Seeking Alpha Quant)GOOG profitability (Seeking Alpha Quant)The numbers from Seeking Alpha Quant differ from mine slightly, but basically agree that Apple and Google have similar profitability ratios. Apple has a vastly superior return on equity, though--near's five times Google's. Given the closeness of all the metrics apart from ROE and ROA, those can serve as tie breakers, giving Apple the win on profitability.The balance sheet comparison isn't close. Apple's debt to equity ratio is 30 times higher than Google's, while its current ratio is only a third of Google's. These data suggest that Google is more liquid, and more solvent, than Apple. Below I've compiled some third-party ratios by MacroTrends, which agree with my analysis that Google has fewer liabilities relative to assets, both long term and current, compared to Apple.The tables above clearly show that Google's liquidity ratios are higher than Apple's, and its debt ratios lower--this suggests higher liquidity and solvency.ValuationArmed with Apple and Google's financials, we can now move on to valuation. So far, our comparison basically favors Google: it has a much better balance sheet than Apple does. But which stock is a better value?According to Seeking Alpha Quant, some key valuation metrics for Apple and Google include:For a more forward-looking valuation, we can do a DCF model. Assuming an 8% discount rate, a 0% perpetual growth rate, and using 5-year historical FCF growth rates for both stocks, my DCF model yielded these fair values:Google: $2,702.Apple: $171.Both get valuations above their current prices, but Google's upside (20%) is higher than Apple's (17.9%).When we factor in both multiples and discounted cash flows, there’s no question:Google wins on valuation.All of the multiples are much lower for Google than for Apple, and Google's fair value is higher. Additionally, Google has much higher historical revenue growth than Apple does. In the last 12 months, Googlegrew revenue at 37%, Apple atonly 18.6%. In the most recent quarter, Google reported an earnings decline, whereas Apple’s earnings grew. However, Google’s earnings decline was mainly due to having stocks on its balance sheet. GAAP accounting rules require companies to count stock price fluctuations as part of earnings, which results in losses when stocks go down. It does not, however, reflect operating performance: Google’soperating cash flowgrew 9% in Q1.Conclusion: Google is the Better Long-Term ValueHaving considered competitive, financial and valuation factors, I conclude that Google is a better value than Apple at today’s prices. To recap the results of each section of my analysis:Competitive position: tie.Profitability: slight win by Apple.Balance sheet: huge win by Google.Valuation: huge win by Google.Growth: small win by Google.Out of the five factors I’ve looked at, Google wins on three, Apple wins on one, and one is a tie. The former stock has more things going for it than the latter does. For this reason, I have Google overweighted in my portfolio relative to Apple.Risks and ChallengesWhile my analysis shows that Google has more advantages over Apple than vice versa, I am heavily relying on quantifiable factors here. There’s a plausible case to be made that Apple beats Google on “soft” factors, such as marketing and branding. Everybody knows AAPL has a great brand - how much is it worth exactly? It’s hard to say. Brand recognition gives companies pricing power, and Apple has a lot more of that than Google does. It is possible that, over time, Apple’s brand power will prevail over Google’s ubiquity. There is no way to fit that possibility into a quantitative model, but it exists.There’s also the possibility of short-term volatility in Google after this month’s earnings release. Both Apple and Google are releasing earnings in a few weeks, and Google is vulnerable due to its equity investments. When equities decline in price, their “losses” take a bite out of earnings for companies that hold them. This factor will work against Google in the upcoming release, as itholds positionsin struggling stocks like UiPath(PATH).There are also risks to investors choosing to go long both of these stocks. The Federal Reserve israising interest ratesthis year, and rate hikes aren’t usually good for tech stocks. The higher the risk-free rate, the less valuable future growth is. High interest rates generally make value stocks more appealing than growth stocks, and neither Google nor Apple is really in ‘value’ territory just yet.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065773955,"gmtCreate":1652239761477,"gmtModify":1676535060375,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a>Is this really the lowest of Disney? Wi the upcoming earning's announcement change things?","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a>Is this really the lowest of Disney? Wi the upcoming earning's announcement change things?","text":"$Walt Disney(DIS)$Is this really the lowest of Disney? Wi the upcoming earning's announcement change things?","images":[{"img":"https://community-static.tradeup.com/news/973244d4e8eb5f230a5fb268130845c7","width":"750","height":"2499"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065773955","isVote":1,"tweetType":1,"viewCount":4811,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"content":"Think not much Disney investors in Tiger. Posted an afterthought on Disney but little response... Lol","text":"Think not much Disney investors in Tiger. Posted an afterthought on Disney but little response... Lol","html":"Think not much Disney investors in Tiger. Posted an afterthought on Disney but little response... Lol"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9099399414,"gmtCreate":1643294954371,"gmtModify":1676533799191,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/UMC\">$United Microelectronics(UMC)</a>&nbsp;why company making money but stock price still drop?","listText":"<a href=\"https://ttm.financial/S/UMC\">$United Microelectronics(UMC)</a>&nbsp;why company making money but stock price still drop?","text":"$United Microelectronics(UMC) why company making money but stock price still drop?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099399414","isVote":1,"tweetType":1,"viewCount":3786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090103188,"gmtCreate":1643103506555,"gmtModify":1676533774281,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"Keep it going....","listText":"Keep it going....","text":"Keep it going....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090103188","repostId":"1163280331","repostType":2,"repost":{"id":"1163280331","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643101563,"share":"https://ttm.financial/m/news/1163280331?lang=en_US&edition=fundamental","pubTime":"2022-01-25 17:06","market":"us","language":"en","title":"Logitech Rose 5% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1163280331","media":"Tiger Newspress","summary":"Logitech rose 5% in premarket trading. Logitech raised its forecast for the current fiscal year to b","content":"<html><head></head><body><p>Logitech rose 5% in premarket trading. Logitech raised its forecast for the current fiscal year to between 2per cent and 5per cent sales growth in constant currency, and between $850 million and $900 million in non-GAAP operating income.<img src=\"https://static.tigerbbs.com/37cf9c3323fe811a7254b44cbfa4e1c0\" tg-width=\"1110\" tg-height=\"759\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Logitech Rose 5% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLogitech Rose 5% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-25 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Logitech rose 5% in premarket trading. Logitech raised its forecast for the current fiscal year to between 2per cent and 5per cent sales growth in constant currency, and between $850 million and $900 million in non-GAAP operating income.<img src=\"https://static.tigerbbs.com/37cf9c3323fe811a7254b44cbfa4e1c0\" tg-width=\"1110\" tg-height=\"759\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LOGI":"罗技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163280331","content_text":"Logitech rose 5% in premarket trading. Logitech raised its forecast for the current fiscal year to between 2per cent and 5per cent sales growth in constant currency, and between $850 million and $900 million in non-GAAP operating income.","news_type":1,"symbols_score_info":{"LOGI":0.9}},"isVote":1,"tweetType":1,"viewCount":4006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009457126,"gmtCreate":1640773969380,"gmtModify":1676533540616,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>Keep going","listText":"<a href=\"https://ttm.financial/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>Keep going","text":"$MAPLETREE LOGISTICS TRUST(M44U.SI)$Keep going","images":[{"img":"https://static.itradeup.com/news/894ebff56e2b71f639c83bb045af9721","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009457126","isVote":1,"tweetType":1,"viewCount":4208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":150335259,"gmtCreate":1624887007571,"gmtModify":1703847032332,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Still can buy, Seems likehit it 95 percentile peak?","listText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Still can buy, Seems likehit it 95 percentile peak?","text":"$Trade Desk Inc.(TTD)$Still can buy, Seems likehit it 95 percentile peak?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150335259","isVote":1,"tweetType":1,"viewCount":4072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122957064,"gmtCreate":1624594705258,"gmtModify":1703841292771,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>Come on! Go go go","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>Come on! Go go go","text":"$Walt Disney(DIS)$Come on! Go go go","images":[{"img":"https://static.tigerbbs.com/ae71e09225cd8bf3f6f1a39d940b0ee1","width":"828","height":"1590"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122957064","isVote":1,"tweetType":1,"viewCount":4444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":121484225,"gmtCreate":1624489613867,"gmtModify":1703837987404,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CXM\">$Sprinklr, Inc.(CXM)$</a>Got lucky","listText":"<a href=\"https://laohu8.com/S/CXM\">$Sprinklr, Inc.(CXM)$</a>Got lucky","text":"$Sprinklr, Inc.(CXM)$Got lucky","images":[{"img":"https://static.tigerbbs.com/480cbee0be8be03869579dc0010cca09","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121484225","isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":162268896,"gmtCreate":1624065010815,"gmtModify":1703827926964,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GRVY\">$Gravity Co Ltd(GRVY)$</a>breakfast money","listText":"<a href=\"https://laohu8.com/S/GRVY\">$Gravity Co Ltd(GRVY)$</a>breakfast money","text":"$Gravity Co Ltd(GRVY)$breakfast money","images":[{"img":"https://static.tigerbbs.com/127ce579ea9095789c05092a993f2ac1","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162268896","isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9065773955,"gmtCreate":1652239761477,"gmtModify":1676535060375,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a>Is this really the lowest of Disney? Wi the upcoming earning's announcement change things?","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a>Is this really the lowest of Disney? Wi the upcoming earning's announcement change things?","text":"$Walt Disney(DIS)$Is this really the lowest of Disney? Wi the upcoming earning's announcement change things?","images":[{"img":"https://community-static.tradeup.com/news/973244d4e8eb5f230a5fb268130845c7","width":"750","height":"2499"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065773955","isVote":1,"tweetType":1,"viewCount":4811,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"content":"Think not much Disney investors in Tiger. Posted an afterthought on Disney but little response... Lol","text":"Think not much Disney investors in Tiger. Posted an afterthought on Disney but little response... Lol","html":"Think not much Disney investors in Tiger. Posted an afterthought on Disney but little response... Lol"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993166212,"gmtCreate":1660648639139,"gmtModify":1676536371691,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"Does not seem too promising in the short-medium term&nbsp;","listText":"Does not seem too promising in the short-medium term&nbsp;","text":"Does not seem too promising in the short-medium term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993166212","repostId":"1167148581","repostType":2,"isVote":1,"tweetType":1,"viewCount":4133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076390049,"gmtCreate":1657784756281,"gmtModify":1676536061807,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"Always good to read such detailed analysis&nbsp;","listText":"Always good to read such detailed analysis&nbsp;","text":"Always good to read such detailed analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076390049","repostId":"1174191896","repostType":2,"repost":{"id":"1174191896","kind":"news","pubTimestamp":1657776259,"share":"https://ttm.financial/m/news/1174191896?lang=en_US&edition=fundamental","pubTime":"2022-07-14 13:24","market":"us","language":"en","title":"Apple Vs. Google: There's A Clear Winner","url":"https://stock-news.laohu8.com/highlight/detail?id=1174191896","media":"Seeking Alpha","summary":"SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are simil","content":"<html><head></head><body><p>Summary</p><ul><li>Apple and Google are both wide moat stocks with high margins and strong growth.</li><li>They are similar in many ways, but Google is currently cheaper.</li><li>On the other hand, Apple has higher brand loyalty.</li><li>In this article, I analyze Apple and Google side by side to see which is better.</li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> are two of America’s biggest tech giants. One has a fanatical fan base andextreme brand loyalty, the other is themostubiquitous companyin the world. There’s a strong case to be made for owning both of them, and this author, at least, does.</p><p>However, it is worth exploring which of these two stocks is the better buy. First, it’s valuable as an intellectual exercise. Second, it can help you with position sizing. It’s easy enough to say “Apple and Google are both great companies,” it’s a different matter entirely to say how they should be weighted in your portfolio.</p><p>You can always just buy AAPL and GOOG via the <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>, and enjoy both stocks at their market cap weightings. However, Google has historicallyhad stronger growththanApple, and if that continues, then those who overweight GOOG today will be rewarded.</p><p>So, between Apple and Google, which is the better buy?</p><p>There are many different opinions on this. Warren Buffett owns Apple but not Google, which implies he likes the former better. However, Buffett’s partner Charlie Munger recently commented that GOOG was a great stock that he and Buffett had “missed.” Li Lu, another top value investor, holds Google in addition to Apple.</p><p>As for me personally, I have Google at a higher portfolio weighting than Apple. I think they’re both great companies, but Google was much cheaper than Apple when I started buying the two stocks, despite having better growth. Google’s earnings growth is technically negative due to it owning a stock portfolio during a bear market, but its free cash flow growth is better than Apple’s. I think that Google will outgrow Apple for the foreseeable future, so I see its stock as a somewhat better buy.</p><h3>Competitive Landscape</h3><p>When comparing Apple and Google, we need to look at the competitive landscape they operate in. Both companies are giants in the tech sector, and they offer similar products, including:</p><ul><ul><li></li><li>Smartphone operating systems.</li><li></li><li>App stores.</li><li></li><li>Hardware.</li></ul></ul><p>Generally speaking, Apple is ahead of Google on hardware, but Google is ahead of Apple on software. In 2021, Apple sold240 million iPhones, Google’s Pixel 6 reportedly didn’t sell wellthat year. However, Google’s software has acombined 4.3 billion users, while Apple has1.65 billiontotal users. So, Google software has more reach than Apple’s combined hardware/software ecosystem does. Additionally, Android has about 75% of the smartphone market worldwide, while IOS has 25%.</p><p>The matter is more complicated when we look at revenue. Apple and Google both take revenue cuts from developers on their app stores, and the Apple app store generates way more sales than the Google Play store. In the first quarter, the app store did $21.8 billion in sales, while the play store did $10.7 billion. Android has more installs than IOS, but IOS users, who trend wealthier than average, are more willing to spend money on apps compared to Android users.</p><p>A few other items of note about the competition between Apple and Google:</p><ul><ul><li></li><li>Apple has an ecosystem of apps and hardware which integrate with each other, helping the company collect more revenue per customer.</li><li></li><li>Google also has apps that can work across different devices to create an ecosystem, but because Google software runs mostly on third party hardware, Google doesn’t achieve the full sweep of sales that Apple does (hardware + app downloads + services).</li><li></li><li>Apple and Google also compete in smart watches, a market where Apple has the greatest share out of all manufacturers.</li></ul></ul><p>In addition to the competition between Apple and Google, there are also areas where the two are aligned. Chiefly, in advertising. Google pays Apple$15 billion a yearto be the default IOS search engine. So, both Apple and Google make money off of the success of Google’s advertising platforms. This gives the two companies an edge compared to <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, which is currently losing$10 billion a yearin revenue to Apple’srecent privacy changes.</p><h3>Comparative Valuation</h3><p>When we look at Apple and Google side by side, we can see clearly that they are both incredibly well positioned in the tech industry. It’s very difficult to say which of the two is better positioned. They both control mobile platforms, which make them less vulnerable to competitors than Meta, <b>Snap</b>(SNAP) and others. As for the comparison between Apple and Google: that’s less clear, because their structural advantages are very similar.</p><p>In order to break the tie between Apple and Google, then, we’ll have to do a comparative valuation. Assuming both companies are equally entrenched in the market, then the one that’s cheaper relative to intrinsic value is the better buy.</p><p>First though, we need to look at both companies’ trailing 12-month (“TTM”) financials side by side.</p><h3>Financials</h3><p>In the table below, I have presented some TTM financials for Apple and Google, courtesy of Seeking Alpha Quant:</p><p><img src=\"https://static.tigerbbs.com/df6ddfcce9f1672db46d9aecca3ff169\" tg-width=\"848\" tg-height=\"566\" width=\"100%\" height=\"auto\"/>Using the table above, some key ratios for the two companies can be calculated as follows:</p><p><img src=\"https://static.tigerbbs.com/7d405e8d59435b7e246742a416c516de\" tg-width=\"823\" tg-height=\"338\" width=\"100%\" height=\"auto\"/>As you can see, Apple takes the cake on 2 out of 3 profitability ratios, but Google has better debt to equity and current ratios. These data seem to suggest that Apple is more profitable, while Google has the better balance sheet. We can confirm my profitability analysis by looking at Seeking Alpha Quant&#39;s ratios:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46f7e66ffa0a24e70076b788d7c34db9\" tg-width=\"640\" tg-height=\"914\" width=\"100%\" height=\"auto\"/><span>AAPL profitability (Seeking Alpha Quant)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ded8e928d6a71cc356992117037ba88\" tg-width=\"640\" tg-height=\"947\" width=\"100%\" height=\"auto\"/><span>GOOG profitability (Seeking Alpha Quant)</span></p><p>The numbers from Seeking Alpha Quant differ from mine slightly, but basically agree that Apple and Google have similar profitability ratios. Apple has a vastly superior return on equity, though--near&#39;s five times Google&#39;s. Given the closeness of all the metrics apart from ROE and ROA, those can serve as tie breakers, giving Apple the win on profitability.</p><p>The balance sheet comparison isn&#39;t close. Apple&#39;s debt to equity ratio is 30 times higher than Google&#39;s, while its current ratio is only a third of Google&#39;s. These data suggest that Google is more liquid, and more solvent, than Apple. Below I&#39;ve compiled some third-party ratios by MacroTrends, which agree with my analysis that Google has fewer liabilities relative to assets, both long term and current, compared to Apple.</p><p><img src=\"https://static.tigerbbs.com/0a908a9a1fd9294691b9169408a1b189\" tg-width=\"640\" tg-height=\"83\" width=\"100%\" height=\"auto\"/>The tables above clearly show that Google&#39;s liquidity ratios are higher than Apple&#39;s, and its debt ratios lower--this suggests higher liquidity and solvency.</p><h3>Valuation</h3><p>Armed with Apple and Google&#39;s financials, we can now move on to valuation. So far, our comparison basically favors Google: it has a much better balance sheet than Apple does. But which stock is a better value?</p><p>According to Seeking Alpha Quant, some key valuation metrics for Apple and Google include:</p><p>For a more forward-looking valuation, we can do a DCF model. Assuming an 8% discount rate, a 0% perpetual growth rate, and using 5-year historical FCF growth rates for both stocks, my DCF model yielded these fair values:</p><ul><li>Google: $2,702.</li><li>Apple: $171.</li></ul><p>Both get valuations above their current prices, but Google&#39;s upside (20%) is higher than Apple&#39;s (17.9%).</p><p>When we factor in both multiples and discounted cash flows, there’s no question:</p><p><i>Google wins on valuation.</i></p><p>All of the multiples are much lower for Google than for Apple, and Google&#39;s fair value is higher. Additionally, Google has much higher historical revenue growth than Apple does. In the last 12 months, Googlegrew revenue at 37%, Apple atonly 18.6%. In the most recent quarter, Google reported an earnings decline, whereas Apple’s earnings grew. However, Google’s earnings decline was mainly due to having stocks on its balance sheet. GAAP accounting rules require companies to count stock price fluctuations as part of earnings, which results in losses when stocks go down. It does not, however, reflect operating performance: Google’soperating cash flowgrew 9% in Q1.</p><p>Conclusion: Google is the Better Long-Term Value</p><p>Having considered competitive, financial and valuation factors, I conclude that Google is a better value than Apple at today’s prices. To recap the results of each section of my analysis:</p><ul><li><p>Competitive position: tie.</p></li><li><p>Profitability: slight win by Apple.</p></li><li><p>Balance sheet: huge win by Google.</p></li><li><p>Valuation: huge win by Google.</p></li><li><p>Growth: small win by Google.</p></li></ul><p>Out of the five factors I’ve looked at, Google wins on three, Apple wins on one, and one is a tie. The former stock has more things going for it than the latter does. For this reason, I have Google overweighted in my portfolio relative to Apple.</p><h3>Risks and Challenges</h3><p>While my analysis shows that Google has more advantages over Apple than vice versa, I am heavily relying on quantifiable factors here. There’s a plausible case to be made that Apple beats Google on “soft” factors, such as marketing and branding. Everybody knows AAPL has a great brand - how much is it worth exactly? It’s hard to say. Brand recognition gives companies pricing power, and Apple has a lot more of that than Google does. It is possible that, over time, Apple’s brand power will prevail over Google’s ubiquity. There is no way to fit that possibility into a quantitative model, but it exists.</p><p>There’s also the possibility of short-term volatility in Google after this month’s earnings release. Both Apple and Google are releasing earnings in a few weeks, and Google is vulnerable due to its equity investments. When equities decline in price, their “losses” take a bite out of earnings for companies that hold them. This factor will work against Google in the upcoming release, as itholds positionsin struggling stocks like <b>UiPath</b>(PATH).</p><p>There are also risks to investors choosing to go long both of these stocks. The Federal Reserve israising interest ratesthis year, and rate hikes aren’t usually good for tech stocks. The higher the risk-free rate, the less valuable future growth is. High interest rates generally make value stocks more appealing than growth stocks, and neither Google nor Apple is really in ‘value’ territory just yet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Google: There's A Clear Winner</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Vs. Google: There's A Clear Winner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 13:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4523185-apple-vs-google-stock-clear-winner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are similar in many ways, but Google is currently cheaper.On the other hand, Apple has higher brand loyalty....</p>\n\n<a href=\"https://seekingalpha.com/article/4523185-apple-vs-google-stock-clear-winner\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AAPL":"苹果","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4523185-apple-vs-google-stock-clear-winner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174191896","content_text":"SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are similar in many ways, but Google is currently cheaper.On the other hand, Apple has higher brand loyalty.In this article, I analyze Apple and Google side by side to see which is better.Apple and Alphabet are two of America’s biggest tech giants. One has a fanatical fan base andextreme brand loyalty, the other is themostubiquitous companyin the world. There’s a strong case to be made for owning both of them, and this author, at least, does.However, it is worth exploring which of these two stocks is the better buy. First, it’s valuable as an intellectual exercise. Second, it can help you with position sizing. It’s easy enough to say “Apple and Google are both great companies,” it’s a different matter entirely to say how they should be weighted in your portfolio.You can always just buy AAPL and GOOG via the Invesco QQQ Trust, and enjoy both stocks at their market cap weightings. However, Google has historicallyhad stronger growththanApple, and if that continues, then those who overweight GOOG today will be rewarded.So, between Apple and Google, which is the better buy?There are many different opinions on this. Warren Buffett owns Apple but not Google, which implies he likes the former better. However, Buffett’s partner Charlie Munger recently commented that GOOG was a great stock that he and Buffett had “missed.” Li Lu, another top value investor, holds Google in addition to Apple.As for me personally, I have Google at a higher portfolio weighting than Apple. I think they’re both great companies, but Google was much cheaper than Apple when I started buying the two stocks, despite having better growth. Google’s earnings growth is technically negative due to it owning a stock portfolio during a bear market, but its free cash flow growth is better than Apple’s. I think that Google will outgrow Apple for the foreseeable future, so I see its stock as a somewhat better buy.Competitive LandscapeWhen comparing Apple and Google, we need to look at the competitive landscape they operate in. Both companies are giants in the tech sector, and they offer similar products, including:Smartphone operating systems.App stores.Hardware.Generally speaking, Apple is ahead of Google on hardware, but Google is ahead of Apple on software. In 2021, Apple sold240 million iPhones, Google’s Pixel 6 reportedly didn’t sell wellthat year. However, Google’s software has acombined 4.3 billion users, while Apple has1.65 billiontotal users. So, Google software has more reach than Apple’s combined hardware/software ecosystem does. Additionally, Android has about 75% of the smartphone market worldwide, while IOS has 25%.The matter is more complicated when we look at revenue. Apple and Google both take revenue cuts from developers on their app stores, and the Apple app store generates way more sales than the Google Play store. In the first quarter, the app store did $21.8 billion in sales, while the play store did $10.7 billion. Android has more installs than IOS, but IOS users, who trend wealthier than average, are more willing to spend money on apps compared to Android users.A few other items of note about the competition between Apple and Google:Apple has an ecosystem of apps and hardware which integrate with each other, helping the company collect more revenue per customer.Google also has apps that can work across different devices to create an ecosystem, but because Google software runs mostly on third party hardware, Google doesn’t achieve the full sweep of sales that Apple does (hardware + app downloads + services).Apple and Google also compete in smart watches, a market where Apple has the greatest share out of all manufacturers.In addition to the competition between Apple and Google, there are also areas where the two are aligned. Chiefly, in advertising. Google pays Apple$15 billion a yearto be the default IOS search engine. So, both Apple and Google make money off of the success of Google’s advertising platforms. This gives the two companies an edge compared to Meta Platforms, which is currently losing$10 billion a yearin revenue to Apple’srecent privacy changes.Comparative ValuationWhen we look at Apple and Google side by side, we can see clearly that they are both incredibly well positioned in the tech industry. It’s very difficult to say which of the two is better positioned. They both control mobile platforms, which make them less vulnerable to competitors than Meta, Snap(SNAP) and others. As for the comparison between Apple and Google: that’s less clear, because their structural advantages are very similar.In order to break the tie between Apple and Google, then, we’ll have to do a comparative valuation. Assuming both companies are equally entrenched in the market, then the one that’s cheaper relative to intrinsic value is the better buy.First though, we need to look at both companies’ trailing 12-month (“TTM”) financials side by side.FinancialsIn the table below, I have presented some TTM financials for Apple and Google, courtesy of Seeking Alpha Quant:Using the table above, some key ratios for the two companies can be calculated as follows:As you can see, Apple takes the cake on 2 out of 3 profitability ratios, but Google has better debt to equity and current ratios. These data seem to suggest that Apple is more profitable, while Google has the better balance sheet. We can confirm my profitability analysis by looking at Seeking Alpha Quant's ratios:AAPL profitability (Seeking Alpha Quant)GOOG profitability (Seeking Alpha Quant)The numbers from Seeking Alpha Quant differ from mine slightly, but basically agree that Apple and Google have similar profitability ratios. Apple has a vastly superior return on equity, though--near's five times Google's. Given the closeness of all the metrics apart from ROE and ROA, those can serve as tie breakers, giving Apple the win on profitability.The balance sheet comparison isn't close. Apple's debt to equity ratio is 30 times higher than Google's, while its current ratio is only a third of Google's. These data suggest that Google is more liquid, and more solvent, than Apple. Below I've compiled some third-party ratios by MacroTrends, which agree with my analysis that Google has fewer liabilities relative to assets, both long term and current, compared to Apple.The tables above clearly show that Google's liquidity ratios are higher than Apple's, and its debt ratios lower--this suggests higher liquidity and solvency.ValuationArmed with Apple and Google's financials, we can now move on to valuation. So far, our comparison basically favors Google: it has a much better balance sheet than Apple does. But which stock is a better value?According to Seeking Alpha Quant, some key valuation metrics for Apple and Google include:For a more forward-looking valuation, we can do a DCF model. Assuming an 8% discount rate, a 0% perpetual growth rate, and using 5-year historical FCF growth rates for both stocks, my DCF model yielded these fair values:Google: $2,702.Apple: $171.Both get valuations above their current prices, but Google's upside (20%) is higher than Apple's (17.9%).When we factor in both multiples and discounted cash flows, there’s no question:Google wins on valuation.All of the multiples are much lower for Google than for Apple, and Google's fair value is higher. Additionally, Google has much higher historical revenue growth than Apple does. In the last 12 months, Googlegrew revenue at 37%, Apple atonly 18.6%. In the most recent quarter, Google reported an earnings decline, whereas Apple’s earnings grew. However, Google’s earnings decline was mainly due to having stocks on its balance sheet. GAAP accounting rules require companies to count stock price fluctuations as part of earnings, which results in losses when stocks go down. It does not, however, reflect operating performance: Google’soperating cash flowgrew 9% in Q1.Conclusion: Google is the Better Long-Term ValueHaving considered competitive, financial and valuation factors, I conclude that Google is a better value than Apple at today’s prices. To recap the results of each section of my analysis:Competitive position: tie.Profitability: slight win by Apple.Balance sheet: huge win by Google.Valuation: huge win by Google.Growth: small win by Google.Out of the five factors I’ve looked at, Google wins on three, Apple wins on one, and one is a tie. The former stock has more things going for it than the latter does. For this reason, I have Google overweighted in my portfolio relative to Apple.Risks and ChallengesWhile my analysis shows that Google has more advantages over Apple than vice versa, I am heavily relying on quantifiable factors here. There’s a plausible case to be made that Apple beats Google on “soft” factors, such as marketing and branding. Everybody knows AAPL has a great brand - how much is it worth exactly? It’s hard to say. Brand recognition gives companies pricing power, and Apple has a lot more of that than Google does. It is possible that, over time, Apple’s brand power will prevail over Google’s ubiquity. There is no way to fit that possibility into a quantitative model, but it exists.There’s also the possibility of short-term volatility in Google after this month’s earnings release. Both Apple and Google are releasing earnings in a few weeks, and Google is vulnerable due to its equity investments. When equities decline in price, their “losses” take a bite out of earnings for companies that hold them. This factor will work against Google in the upcoming release, as itholds positionsin struggling stocks like UiPath(PATH).There are also risks to investors choosing to go long both of these stocks. The Federal Reserve israising interest ratesthis year, and rate hikes aren’t usually good for tech stocks. The higher the risk-free rate, the less valuable future growth is. High interest rates generally make value stocks more appealing than growth stocks, and neither Google nor Apple is really in ‘value’ territory just yet.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090103188,"gmtCreate":1643103506555,"gmtModify":1676533774281,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"Keep it going....","listText":"Keep it going....","text":"Keep it going....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090103188","repostId":"1163280331","repostType":2,"repost":{"id":"1163280331","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643101563,"share":"https://ttm.financial/m/news/1163280331?lang=en_US&edition=fundamental","pubTime":"2022-01-25 17:06","market":"us","language":"en","title":"Logitech Rose 5% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1163280331","media":"Tiger Newspress","summary":"Logitech rose 5% in premarket trading. Logitech raised its forecast for the current fiscal year to b","content":"<html><head></head><body><p>Logitech rose 5% in premarket trading. Logitech raised its forecast for the current fiscal year to between 2per cent and 5per cent sales growth in constant currency, and between $850 million and $900 million in non-GAAP operating income.<img src=\"https://static.tigerbbs.com/37cf9c3323fe811a7254b44cbfa4e1c0\" tg-width=\"1110\" tg-height=\"759\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Logitech Rose 5% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLogitech Rose 5% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-25 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Logitech rose 5% in premarket trading. Logitech raised its forecast for the current fiscal year to between 2per cent and 5per cent sales growth in constant currency, and between $850 million and $900 million in non-GAAP operating income.<img src=\"https://static.tigerbbs.com/37cf9c3323fe811a7254b44cbfa4e1c0\" tg-width=\"1110\" tg-height=\"759\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LOGI":"罗技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163280331","content_text":"Logitech rose 5% in premarket trading. Logitech raised its forecast for the current fiscal year to between 2per cent and 5per cent sales growth in constant currency, and between $850 million and $900 million in non-GAAP operating income.","news_type":1,"symbols_score_info":{"LOGI":0.9}},"isVote":1,"tweetType":1,"viewCount":4006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910445639,"gmtCreate":1663674810421,"gmtModify":1676537313175,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"Only time will tell","listText":"Only time will tell","text":"Only time will tell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910445639","repostId":"1129014273","repostType":4,"repost":{"id":"1129014273","kind":"news","pubTimestamp":1663661502,"share":"https://ttm.financial/m/news/1129014273?lang=en_US&edition=fundamental","pubTime":"2022-09-20 16:11","market":"us","language":"en","title":"Grab: Another Top Southeast Asian Growth Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1129014273","media":"Seeking Alpha","summary":"SummaryGrab is the largest ride-sharing and grocery delivery company in Southeast Asia.The company h","content":"<html><head></head><body><h2>Summary</h2><ul><li>Grab is the largest ride-sharing and grocery delivery company in Southeast Asia.</li><li>The company hit record revenue in Q2 2022 and continues to increase monthly active users on its platform.</li><li>I like GRAB stock under $5 as a strong buy and believe it&#39;s one of the best foreign stocks to hold right now.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9026cb119cc53c5298d01fc6b1711b8b\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>bankkgraphy</span></p><p>Grab (NASDAQ:GRAB) is a Singaporean-based ride-sharing and grocery delivery company with operations all over Southeast Asia.</p><p>I don&#39;t normally highlight foreign companies because American companies benefit from a much larger economy and consumers with a relatively high annual income.</p><p>But every now and then, I find value in foreign companies with a wide moat and strong brand recognition.</p><p>Grab fits the bill perfectly because the company dominates its marketplace in Southeast Asia. I&#39;ve visited Thailand and Philippines over the years and you will see green Grab delivery riders everywhere.</p><p>The company is so dominant that Uber (UBER) sold its operations to Grab and bought a stake in the company as a blatant surrender move.</p><p>In this article, I&#39;ll give you a general breakdown of Grab and share several reasons why I&#39;m bullish on the company long term.</p><h2>Grab Overview</h2><p>Grab was founded in 2016 by Singapore Billionaire Anthony Tan who had a vision of building a super-app for Southeast Asia.</p><p>Southeast Asia is made up of 8 countries and has a total population of 683 million people.</p><p>It&#39;s one of the fastest growing economies in the world thanks to massive technological advances and foreign investment.</p><p>Grab operates in 4 key segments: Delivery, Mobility, Financial Services, and Enterprise Services (Advertising for businesses).</p><p>The American ride sharing &amp; food delivery industry has many competitors such as Uber, Lyft (LYFT), DoorDash (DASH), and several other small companies who compete aggressively for the huge $ tide sharing market.</p><p>On the other hand, Grab only has 1 competitor in Southeast Asia called Foodpanda, a smaller company based out of Europe.</p><h2>Record Q2 Revenue and GMV</h2><p>The company hit record Q2 revenue of $321 million (Up 79% YoY) along with record Q2 GMV of $5.1 billion (Up 30% YoY).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aca6a4b7afe32d866b123c7ad3bc5973\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Financials (grab.com)</span></p><p>Monthly Transacting Users (MTAs) reached 32.6 million (Up 12% YoY) with 62% of users using 2 or more services on the app.</p><p>Net losses were $572 million, which was a 27% improvement from Q2 2021.</p><p>Grab continues to grow its MTA and establish a massive footprint in Southeast Asia. I don&#39;t see any competitors taking market share from the company right now and Grab will be able to raise prices to adjust for inflation to keep both merchants and consumers on a level playing field.</p><h2>Deliveries</h2><p>Delivery revenue grew 199% YoY and makes up nearly 50% of the company&#39;s revenue and Grab just announced a new partnership with Coca-Cola (KO) in August 2022 to offer more of its products on the app.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f9aa62bcd9e18dd9dc1501b4a322358\" tg-width=\"640\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Deliveries (grab.com)</span></p><p>Grocery &amp; food delivery is a stable and lucrative business that the company can continue profiting from. The Grab app makes it easy to order from any restaurant or grocery store within a 20 km radius, which gives app users a wide range of selections.</p><p>Grab can onload more restaurants and increase its revenue as more users flock to its app.</p><h2>Mobility</h2><p>Mobility bounced back nicely in Q2 2022 and Grab saw a nice revenue boost of 37% in its ride sharing segment due to higher tourist activity and international travel.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f8cc1e637a6d3ae80030c2a86c9757a\" tg-width=\"640\" tg-height=\"267\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Mobility (grab.com)</span></p><p>Grab does compete with motorcycle taxis that offer citywide transportation throughout Southeast Asia at a lower cost. It will be interesting to see if Grab adds motorcycle rides to its platform in the future.</p><p>Southeast Asian countries are beginning to welcome back tourists and drop mask mandates, which is extremely bullish for its ridesharing segment.</p><h2>Financial Services</h2><p>Financial services saw a 94% in revenue YoY as more users use the company&#39;s digital payment app and applied for loans through Grab.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d2de6dd60e53c092bfecac927222563\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Financial Services (grab.com)</span></p><p>Grab is becoming a solid alternative to PayPal (PYPL) in Southeast Asia and could benefit from an increase in TPV over the next few years.</p><h2>Enterprise Services</h2><p>Grab&#39;s Enterprise services saw a 30% revenue boost YoY as more companies spent money on GrabAds to drive higher customer sales volume.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a25d5c353a8942bd7a96e0e7100db743\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Enterprise Services (grab.com)</span></p><p>Grab isn&#39;t generating a lot of revenue from merchant ads but could scale this segment as MTA is approaching 50+ million.</p><p>The company also launched Grab Maps in August 2022 to help alleviate many of its problems using standard Google Maps.</p><p>Management expects to break even on the food &amp; deliveries segment much earlier than expected.</p><h2>My Bullish Take</h2><p>GRAB stock trades around $3 and is down 61% from its initial SPAC IPO.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2b4098c6633fecb6afcda2efcdbcb04\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/><span>GRAB data by YCharts</span></p><p>The company made history by becoming the most expensive SPAC IPO of all-time with an initial valuation of $40 billion.</p><p>What&#39;s most intriguing is that Altimeter Capital selected Grab as its SPAC partner.</p><p>I trust their judgement and believe Grab is one of the best stocks under $5 to own right now.</p><p>Digital technological advances in Southeast Asia will drive higher per capita incomes and more e-commerce activity in the future.</p><p>Grab CEO Anthony Tan believes the company will be profitable soon and could start generating positive EBITDA as soon as 2023.</p><p>Not only is Grab a ride sharing &amp; delivery app but the app offers other services including digital payments, bill pay, and smartphone credit purchase.</p><p>Whenever you visit Southeast Asia, you must download the Grab app to get around the city. Grab doesn&#39;t have a large footprint in rural areas of Southeast Asia but that&#39;s okay because most tourists and higher income residents live in the major cities such as Singapore, Manila, Bangkok, etc.</p><h2>Risk Factors</h2><p>Grab is a fast growing company but there are several risk factors that I worry about. If the Southeast Asian economy slows down then Grab will suffer from a reduction in e-commerce activity.</p><p>There are also the risks of Uber or early Grab investors dumping their stakes once the SPAC lockup period ends.</p><p>Grab has 4 billion shares outstanding and I wonder if future share dilution will become an ongoing problem. That&#39;s a high number of shares for a SPAC so further dilution could send GRAB stock heading towards $1 in a hurry.</p><h2>Conclusion</h2><p>I made the most of my investment gains over my career by purchasing wonderful stocks when nobody wanted them under $10 per share.</p><p>Singapore is a beautiful country and Grab is the corporate jewel of the city.</p><p>Grab has a 5% market share out of Southeast Asia&#39;s 680+ million residents and has a lot of growth potential in the future.</p><p>If you want to invest in Southeast Asia, then GRAB stock is probably your best bet right now.</p><p><i>This article was written by Investor Trip.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab: Another Top Southeast Asian Growth Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab: Another Top Southeast Asian Growth Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 16:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541808-grab-another-top-southeast-asian-growth-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGrab is the largest ride-sharing and grocery delivery company in Southeast Asia.The company hit record revenue in Q2 2022 and continues to increase monthly active users on its platform.I like ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541808-grab-another-top-southeast-asian-growth-stock\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/article/4541808-grab-another-top-southeast-asian-growth-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129014273","content_text":"SummaryGrab is the largest ride-sharing and grocery delivery company in Southeast Asia.The company hit record revenue in Q2 2022 and continues to increase monthly active users on its platform.I like GRAB stock under $5 as a strong buy and believe it's one of the best foreign stocks to hold right now.bankkgraphyGrab (NASDAQ:GRAB) is a Singaporean-based ride-sharing and grocery delivery company with operations all over Southeast Asia.I don't normally highlight foreign companies because American companies benefit from a much larger economy and consumers with a relatively high annual income.But every now and then, I find value in foreign companies with a wide moat and strong brand recognition.Grab fits the bill perfectly because the company dominates its marketplace in Southeast Asia. I've visited Thailand and Philippines over the years and you will see green Grab delivery riders everywhere.The company is so dominant that Uber (UBER) sold its operations to Grab and bought a stake in the company as a blatant surrender move.In this article, I'll give you a general breakdown of Grab and share several reasons why I'm bullish on the company long term.Grab OverviewGrab was founded in 2016 by Singapore Billionaire Anthony Tan who had a vision of building a super-app for Southeast Asia.Southeast Asia is made up of 8 countries and has a total population of 683 million people.It's one of the fastest growing economies in the world thanks to massive technological advances and foreign investment.Grab operates in 4 key segments: Delivery, Mobility, Financial Services, and Enterprise Services (Advertising for businesses).The American ride sharing & food delivery industry has many competitors such as Uber, Lyft (LYFT), DoorDash (DASH), and several other small companies who compete aggressively for the huge $ tide sharing market.On the other hand, Grab only has 1 competitor in Southeast Asia called Foodpanda, a smaller company based out of Europe.Record Q2 Revenue and GMVThe company hit record Q2 revenue of $321 million (Up 79% YoY) along with record Q2 GMV of $5.1 billion (Up 30% YoY).Grab Q2 2022 Financials (grab.com)Monthly Transacting Users (MTAs) reached 32.6 million (Up 12% YoY) with 62% of users using 2 or more services on the app.Net losses were $572 million, which was a 27% improvement from Q2 2021.Grab continues to grow its MTA and establish a massive footprint in Southeast Asia. I don't see any competitors taking market share from the company right now and Grab will be able to raise prices to adjust for inflation to keep both merchants and consumers on a level playing field.DeliveriesDelivery revenue grew 199% YoY and makes up nearly 50% of the company's revenue and Grab just announced a new partnership with Coca-Cola (KO) in August 2022 to offer more of its products on the app.Grab Q2 2022 Deliveries (grab.com)Grocery & food delivery is a stable and lucrative business that the company can continue profiting from. The Grab app makes it easy to order from any restaurant or grocery store within a 20 km radius, which gives app users a wide range of selections.Grab can onload more restaurants and increase its revenue as more users flock to its app.MobilityMobility bounced back nicely in Q2 2022 and Grab saw a nice revenue boost of 37% in its ride sharing segment due to higher tourist activity and international travel.Grab Q2 2022 Mobility (grab.com)Grab does compete with motorcycle taxis that offer citywide transportation throughout Southeast Asia at a lower cost. It will be interesting to see if Grab adds motorcycle rides to its platform in the future.Southeast Asian countries are beginning to welcome back tourists and drop mask mandates, which is extremely bullish for its ridesharing segment.Financial ServicesFinancial services saw a 94% in revenue YoY as more users use the company's digital payment app and applied for loans through Grab.Grab Q2 2022 Financial Services (grab.com)Grab is becoming a solid alternative to PayPal (PYPL) in Southeast Asia and could benefit from an increase in TPV over the next few years.Enterprise ServicesGrab's Enterprise services saw a 30% revenue boost YoY as more companies spent money on GrabAds to drive higher customer sales volume.Grab Q2 2022 Enterprise Services (grab.com)Grab isn't generating a lot of revenue from merchant ads but could scale this segment as MTA is approaching 50+ million.The company also launched Grab Maps in August 2022 to help alleviate many of its problems using standard Google Maps.Management expects to break even on the food & deliveries segment much earlier than expected.My Bullish TakeGRAB stock trades around $3 and is down 61% from its initial SPAC IPO.GRAB data by YChartsThe company made history by becoming the most expensive SPAC IPO of all-time with an initial valuation of $40 billion.What's most intriguing is that Altimeter Capital selected Grab as its SPAC partner.I trust their judgement and believe Grab is one of the best stocks under $5 to own right now.Digital technological advances in Southeast Asia will drive higher per capita incomes and more e-commerce activity in the future.Grab CEO Anthony Tan believes the company will be profitable soon and could start generating positive EBITDA as soon as 2023.Not only is Grab a ride sharing & delivery app but the app offers other services including digital payments, bill pay, and smartphone credit purchase.Whenever you visit Southeast Asia, you must download the Grab app to get around the city. Grab doesn't have a large footprint in rural areas of Southeast Asia but that's okay because most tourists and higher income residents live in the major cities such as Singapore, Manila, Bangkok, etc.Risk FactorsGrab is a fast growing company but there are several risk factors that I worry about. If the Southeast Asian economy slows down then Grab will suffer from a reduction in e-commerce activity.There are also the risks of Uber or early Grab investors dumping their stakes once the SPAC lockup period ends.Grab has 4 billion shares outstanding and I wonder if future share dilution will become an ongoing problem. That's a high number of shares for a SPAC so further dilution could send GRAB stock heading towards $1 in a hurry.ConclusionI made the most of my investment gains over my career by purchasing wonderful stocks when nobody wanted them under $10 per share.Singapore is a beautiful country and Grab is the corporate jewel of the city.Grab has a 5% market share out of Southeast Asia's 680+ million residents and has a lot of growth potential in the future.If you want to invest in Southeast Asia, then GRAB stock is probably your best bet right now.This article was written by Investor Trip.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":3569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121484225,"gmtCreate":1624489613867,"gmtModify":1703837987404,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CXM\">$Sprinklr, Inc.(CXM)$</a>Got lucky","listText":"<a href=\"https://laohu8.com/S/CXM\">$Sprinklr, Inc.(CXM)$</a>Got lucky","text":"$Sprinklr, Inc.(CXM)$Got lucky","images":[{"img":"https://static.tigerbbs.com/480cbee0be8be03869579dc0010cca09","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121484225","isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999864519,"gmtCreate":1660520138133,"gmtModify":1676533482857,"author":{"id":"3581985691772681","authorId":"3581985691772681","name":"紘瑀","avatar":"https://community-static.tradeup.com/news/171c920910e4cd388386c625bcb40572","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581985691772681","idStr":"3581985691772681"},"themes":[],"title":"","htmlText":"Good stuff","listText":"Good stuff","text":"Good 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